SIA
Soltis Investment Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.68M | Sell |
113,719
-614
| -0.5% | -$52.3K | 0.76% | 24 |
|
|
2025
Q1 | $8.12M | Sell |
114,333
-2,037
| -2% | -$145K | 0.73% | 26 |
|
|
2024
Q4 | $8.19M | Buy |
116,370
+3,946
| +4% | +$278K | 0.76% | 24 |
|
|
2024
Q3 | $7.04M | Buy |
112,424
+1,313
| +1% | +$82.2K | 0.69% | 38 |
|
|
2024
Q2 | $7.05M | Sell |
111,111
-16,142
| -13% | -$1.02M | 0.75% | 30 |
|
|
2024
Q1 | $8.05M | Buy |
127,253
+2,664
| +2% | +$168K | 0.9% | 20 |
|
|
2023
Q4 | $6.41M | Sell |
124,589
-12,342
| -9% | -$635K | 0.72% | 33 |
|
|
2023
Q3 | $5.63M | Buy |
136,931
+8,348
| +6% | +$343K | 0.72% | 39 |
|
|
2023
Q2 | $5.92M | Buy |
128,583
+15,057
| +13% | +$693K | 0.69% | 35 |
|
|
2023
Q1 | $5.32M | Buy |
113,526
+17,315
| +18% | +$812K | 0.68% | 35 |
|
|
2022
Q4 | $4.35M | Buy |
96,211
+15,236
| +19% | +$689K | 0.57% | 49 |
|
|
2022
Q3 | $3.37M | Buy |
80,975
+19,118
| +31% | +$797K | 0.51% | 56 |
|
|
2022
Q2 | $2.85M | Buy |
61,857
+13,406
| +28% | +$617K | 0.41% | 66 |
|
|
2022
Q1 | $2.59M | Buy |
48,451
+16,821
| +53% | +$898K | 0.36% | 68 |
|
|
2021
Q4 | $1.91M | Sell |
31,630
-8,299
| -21% | -$501K | 0.27% | 84 |
|
|
2021
Q3 | $2.8M | Buy |
39,929
+17,186
| +76% | +$1.21M | 0.43% | 44 |
|
|
2021
Q2 | $1.61M | Buy |
+22,743
| New | +$1.61M | 0.26% | 83 |
|
|
2020
Q1 | – | Sell |
-2,656
| Closed | -$212K | – | 164 |
|
|
2019
Q4 | $212K | Buy |
+2,656
| New | +$212K | 0.04% | 145 |
|